Skip to content

Latest commit

 

History

History
32 lines (23 loc) · 1.16 KB

README.md

File metadata and controls

32 lines (23 loc) · 1.16 KB

Settle Up Expenses Analyzer

Simple processing and expenses analyser from Settle Up application.

Installation

  1. Create .venv virtual environment with requirements using py -m venv .venv.
  2. Activate .venv .venv\Scripts\activate
  3. Install requirements pip install -r requirements.txt

New packages

To add new requirements add new line in requirements.in and compile with pip-compile requirements.in and for installation use pip-sync

Usage

  1. Export transactions.csv from Settle Up (share with email)
  2. Create .secrets.toml redefining variables present in settings.toml
workdir = "path"
filename_to_process = "20211230_transactions.csv"
user_to_analyse = "MyUser"
  1. Execute the file preprocessing python preprocess.py
  2. Create/Open expenses.xlsx file adding all the expenses processed in the previous step adding the category for custom analysis. Example:
Date & time Purpose Category Month Amount
2021-04-28 20:16:49 Babel Bar 4 2.2
2021-05-12 15:00:14 Ikea Shop 5 17
  1. Analyse. python analyse.py